See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,538 | $86,286-29.8% | $111,297-45.6% | $85,850-29.5% |
| Participation rate | 69.2% | 73.3%-4.1pp | 77.3%-8.1pp | 69.3%-0.1pp |
| Annual return | 13.88% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,625 | $3,641-0.4% | $4,487-19.2% | $3,952-8.3% |
| Admin fee / account holder | $943 | $8,188-88.5% | $7,964-88.2% | $6,260-84.9% |